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Timothy Alan Waller

PNC Investments

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About Timothy Alan Waller

Timothy Alan Waller is a financial advisor with PNC Investments. Timothy has been in the financial services industry since 2020. Timothy's previous experience includes The Huntington Investment Company. Timothy holds Series 7, 63, 65, and SIE licenses. Timothy Alan Waller specializes in working with individuals, corporations, and charitable organizations. PNC Investments is a financial services company that offers investment products and services to individuals, businesses, and institutions.

Firm Information

Timothy Waller is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Waller’s Registration & Firm History

OH

01/06/2025 - Present

PNC Investments (MAUMEE OH)

OH

06/24/2020 - 08/17/2022

THE HUNTINGTON INVESTMENT COMPANY (GRAND RAPIDS OH)

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Licenses & Designations

IA

Issued 07/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Timothy Alan Waller.
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